Arbor Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Arbor Wealth Advisors’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.37M	Buy	3,095 +9	+0.3%	+$6.87K	1.48%	14
2026 Q2	$2.31M	Buy	3,086 +8	+0.3%	+$5.83K	1.41%	14
2026 Q1	$2.01M	Buy	3,078 +9	+0.3%	+$6.15K	1.41%	13
2025 Q4	$2.1M	Buy	3,069 +11	+0.4%	+$7.47K	1.5%	13
2025 Q3	$2.05M	Buy	3,058 +9	+0.3%	+$5.8K	1.53%	13
2025 Q2	$1.89M	Buy	3,049 +9	+0.3%	+$5.17K	1.54%	13
2025 Q1	$1.71M	Buy	3,040 +10	+0.3%	+$5.9K	1.52%	13
2024 Q4	$1.78M	Buy	3,030 +11	+0.4%	+$6.51K	1.59%	13
2024 Q3	$1.74M	Buy	3,019 +11	+0.4%	+$6.12K	1.57%	11
2024 Q2	$1.65M	Buy	3,008 +9	+0.3%	+$4.73K	1.62%	13
2024 Q1	$1.58M	Buy	2,999 +10	+0.3%	+$5K	1.49%	15
2023 Q4	$1.43M	Buy	+2,989	New	+$1.34M	1.47%	15

Other funds holding IVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Alaska Permanent Fund Juneau, Alaska $1.28B AUM 16.36% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

Arbor Wealth Advisors's IVV Position: Q3 2026 in Review

Arbor Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 0.29% in Q3 2026, buying an estimated $6.87K and bringing the position to 3,095 shares worth $2.37M. The position accounts for 1.48% of the portfolio, ranked #14.

Arbor Wealth Advisors first reported a position in IVV in Q4 2023 and has held it in 12 quarters since. 1,008 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Arbor Wealth Advisors held 3,095 shares of iShares Core S&P 500 ETF worth $2.37M as of Q3 2026.
Arbor Wealth Advisors bought 9 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $6.87K.
iShares Core S&P 500 ETF made up 1.48% of Arbor Wealth Advisors's portfolio in Q3 2026, its #14 holding.
Arbor Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 12 quarters since.
1,008 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Arbor Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.